LVZ Inc
URI icon

LVZ Inc’s United Rentals URI Stock Holding History

LVZ Inc’s Portfolio URI Stock Details URI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$663K Buy
663
+55
+9% +$58.7K 0.07% 92
2026
Q2 		$688K Sell
608
-61
-9% -$58K 0.07% 89
2026
Q1 		$488K Buy
669
+34
+5% +$28.6K 0.06% 98
2025
Q4 		$514K Buy
635
+71
+13% +$61.6K 0.06% 96
2025
Q3 		$539K Buy
564
+82
+17% +$73.1K 0.06% 93
2025
Q2 		$363K Buy
482
+1
+0.2% +$669 0.04% 111
2025
Q1 		$301K Buy
481
+42
+10% +$28.9K 0.04% 113
2024
Q4 		$309K Buy
439
+68
+18% +$55.3K 0.04% 112
2024
Q3 		$300K Buy
371
+15
+4% +$10.8K 0.04% 111
2024
Q2 		$230K Sell
356
-219
-38% -$146K 0.03% 126
2024
Q1 		$415K Sell
575
-43
-7% -$27.6K 0.06% 81
2023
Q4 		$354K Buy
618
+53
+9% +$25K 0.05% 95
2023
Q3 		$251K Sell
565
-221
-28% -$101K 0.04% 96
2023
Q2 		$350K Buy
+786
New +$291K 0.05% 101

Other funds holding URI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

LVZ Inc's URI Position: Q3 2026 in Review

LVZ Inc increased its United Rentals (URI) stake by 9% in Q3 2026, buying an estimated $58.7K and bringing the position to 663 shares worth $663K. The position accounts for 0.07% of the portfolio, ranked #92.

LVZ Inc first reported a position in URI in Q2 2023 and has held it in 14 quarters since. The position peaked at $688K in Q2 2026. 1,026 funds tracked by Wall St. Rank hold URI as of Q3 2026.

  • LVZ Inc held 663 shares of United Rentals worth $663K as of Q3 2026.
  • LVZ Inc bought 55 United Rentals shares in Q3 2026, an estimated $58.7K.
  • United Rentals made up 0.07% of LVZ Inc's portfolio in Q3 2026, its #92 holding.
  • LVZ Inc first reported a position in United Rentals in Q2 2023 and has held it in 14 quarters since.
  • LVZ Inc's United Rentals position peaked at $688K in Q2 2026.
  • 1,026 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on LVZ Inc's 13F filing for Q3 2026, filed 20 Oct 2026.